WC
Westerkirk Capital Inc.
分散型投资策略高品质投资策略长期持有型
申报总市值
US$9.3亿
申报季度: 2026-03-31 · 持股只数: 208
Westerkirk Capital Inc.在最新一期 13F 报告中披露了 208 项持股，申报期为 2026-03-31，总持股市值约为 US$9.3亿，季度换手率为 19.0%。
机构性格雪花图
- 集中度
- 17.87
- 持仓稳定性
- 18.99
- 动能／逆势
- 34.8
- 行业集中度
- 50.85
- 多样化
- 100
- 仓位均衡度
- 71.13
近期动向
减仓 VOO
-78.4% -US$2380.2万
减仓 VGSH
-31.2% -US$1600.6万
减仓 MSFT
-3.9% -US$1199.2万
加仓 EWY
+12.9% US$500.8万
加仓 VWO
-2.7% -US$167.8万
减仓 AGG
-35.7% -US$743.9万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 16.51% | — | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 8.15% | +0.61% | -2.69% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.77% | -1.20% | -31.17% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.72% | -0.08% | -5.12% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.61% | -0.10% | -5.62% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | -0.82% | -3.87% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.39% | -0.23% | -4.55% | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 2.13% | -0.28% | -8.72% | |
| 9 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.96% | — | -5.85% | |
| 10 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 1.80% | +0.66% | +12.89% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.59% | +0.37% | -5.86% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.33% | -15.06% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.42% | -0.59% | -35.70% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 1.39% | +0.29% | -5.93% | |
| 15 | NFLX | Netflix INC | 股票-通信服务 | 1.28% | — | -5.22% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | -0.11% | -2.97% | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 1.26% | +0.35% | -6.03% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.21% | -0.04% | -4.35% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | -0.05% | -5.36% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.13% | -15.47% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | +0.22% | -2.75% | |
| 22 | TXN | Texas Instruments INC | 股票-科技 | 1.00% | +0.19% | — | |
| 23 | SLB | Slb LTD | 股票-能源 | 0.99% | +0.29% | -4.13% | |
| 24 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.90% | -0.06% | — | |
| 25 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.83% | +0.19% | — | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | — | -7.91% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | — | — | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 0.78% | +0.15% | — | |
| 29 | PH | Parker Hannifin CORP | 股票-工业 | 0.78% | — | — | |
| 30 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.77% | — | -2.78% | |
| 31 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.77% | — | -4.46% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.71% | -0.09% | -1.40% | |
| 33 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.71% | -0.10% | -5.49% | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.70% | -0.27% | -5.65% | |
| 35 | ZTS | Zoetis INC | 股票-医疗保健 | 0.70% | — | +0.55% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | -2.26% | -78.44% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | -2.91% | |
| 38 | ANET | Arista Networks INC | 股票-科技 | 0.63% | -0.01% | -5.95% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | -2.42% | |
| 40 | QCOM | Qualcomm INC | 股票-科技 | 0.61% | -0.16% | -4.56% | |
| 41 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.61% | +0.61% | NEW | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.60% | -0.06% | -33.43% | |
| 43 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.59% | -0.05% | -4.71% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.38% | +204.18% | |
| 45 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 0.56% | — | +5.34% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.55% | -0.16% | -4.78% | |
| 47 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.49% | +0.21% | -4.34% | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.49% | — | -5.31% | |
| 49 | DHI | Dr Horton INC | 股票-周期性消费 | 0.46% | — | -4.32% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | -2.70% |
1–50 of 208
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Westerkirk Capital Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 新建仓: Waste Management INC (WM); 减仓: Vanguard S&p 500 ETF (VOO) — 股数 -78.44%; 减仓: Vanguard Short-term Treasury (VGSH) — 股数 -31.17%; 减仓: Microsoft CORP (MSFT) — 股数 -3.87%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EWY | Ishares Msci South Korea ETF | +0.7% | +12.89% | 加仓 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.6% | -2.69% | 减仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +204.18% | 加仓 |
| 4 | LRCX | Lam Research CORP | +0.4% | -5.86% | 减仓 |
| 5 | AMAT | Applied Materials INC | +0.4% | -6.03% | 减仓 |
| 6 | SLB | Slb LTD | +0.3% | -4.13% | 减仓 |
| 7 | KLAC | Kla CORP | +0.3% | -5.93% | 减仓 |
| 8 | BAC | Bank Of America CORP | +0.3% | +314.35% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | -2.75% | 减仓 |
| 10 | TPL | Texas Pacific Land CORP | +0.2% | -4.34% | 减仓 |
| 11 | APD | Air Products & Chemicals INC | +0.2% | — | 不变 |
| 12 | TXN | Texas Instruments INC | +0.2% | — | 不变 |
| 13 | ETN | Eaton Corporation plc | +0.2% | — | 不变 |
| 14 | SU | Suncor Energy INC | +0.1% | +4.92% | 加仓 |
| 15 | HAL | Halliburton Co | +0.1% | -4.36% | 减仓 |
| 16 | FANG | Diamondback Energy INC | +0.1% | -4.43% | 减仓 |
| 17 | ANET | Arista Networks INC | 0% | -5.95% | 减仓 |
| 18 | GOOG | Alphabet Inc-cl C | 0% | -4.35% | 减仓 |
| 19 | ABT | Abbott Laboratories | 0% | -2.43% | 减仓 |
| 20 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.36% | 减仓 |
| 21 | CMG | Chipotle Mexican Grill INC | -0.1% | -4.71% | 减仓 |
| 22 | TMO | Thermo Fisher Scientific INC | -0.1% | — | 不变 |
| 23 | CAT | Caterpillar INC | -0.1% | -33.43% | 减仓 |
| 24 | SPGI | S&p Global INC | -0.1% | -15.45% | 减仓 |
| 25 | ITW | Illinois Tool Works | -0.1% | -32.80% | 减仓 |
| 26 | TT | Trane Technologies plc | -0.1% | -33.42% | 减仓 |
| 27 | AAPL | Apple INC | -0.1% | -5.12% | 减仓 |
| 28 | LULU | Lululemon Athletica INC | -0.1% | -4.83% | 减仓 |
| 29 | CTAS | Cintas CORP | -0.1% | -33.86% | 减仓 |
| 30 | UNH | Unitedhealth Group INC | -0.1% | -1.40% | 减仓 |
| 31 | DB | Deutsche Bank Aktiengesellschaft | -0.1% | -53.72% | 减仓 |
| 32 | NVDA | Nvidia CORP | -0.1% | -5.62% | 减仓 |
| 33 | NKE | Nike INC -cl B | -0.1% | -5.49% | 减仓 |
| 34 | LLY | Eli Lilly & Co | -0.1% | -2.97% | 减仓 |
| 35 | OKLO | Oklo INC | -0.1% | -4.36% | 减仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -15.47% | 减仓 |
| 37 | QCOM | Qualcomm INC | -0.2% | -4.56% | 减仓 |
| 38 | ACN | Accenture plc | -0.2% | -4.78% | 减仓 |
| 39 | ADP | Automatic Data Processing | -0.2% | -33.14% | 减仓 |
| 40 | APP | Applovin Corp-class A | -0.2% | -4.72% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.2% | -4.55% | 减仓 |
| 42 | ADBE | Adobe INC | -0.3% | -5.65% | 减仓 |
| 43 | MA | Mastercard INC - A | -0.3% | -8.72% | 减仓 |
| 44 | V | Visa Inc-class A Shares | -0.3% | -15.06% | 减仓 |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.6% | -35.70% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.8% | -3.87% | 减仓 |
| 47 | VGSH | Vanguard Short-term Treasury | -1.2% | -31.17% | 减仓 |
| 48 | VOO | Vanguard S&p 500 ETF | -2.3% | -78.44% | 减仓 |
| 49 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 50 | WM | Waste Management INC | — | NEW | 新建仓 |
FAQ
Westerkirk Capital Inc. 是什么机构？属于哪种投资人类型？
Westerkirk Capital Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9.3亿，分布在 208 个已申报仓位之中。
Westerkirk Capital Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Westerkirk Capital Inc. 按市值排列的前几大持股为：
1. Ishares 0-3 Month Treasury B (SGOV) — US$1.5亿 (16.5%)
2. Vanguard Ftse Emerging Marke (VWO) — US$7573.1万 (8.2%)
3. Vanguard Short-term Treasury (VGSH) — US$3498.0万 (3.8%)
4. Apple INC (AAPL) — US$3455.2万 (3.7%)
5. Nvidia CORP (NVDA) — US$3356.2万 (3.6%)
Westerkirk Capital Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Westerkirk Capital Inc. 共进行了 46 项显著调整：新建仓 2 个仓位、加仓 4 个既有持股、减仓 40 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 新建仓: Waste Management INC (WM); 减仓: Vanguard S&p 500 ETF (VOO) — 股数 -78.44%; 减仓: Vanguard Short-term Treasury (VGSH) — 股数 -31.17%; 减仓: Microsoft CORP (MSFT) — 股数 -3.87%
Westerkirk Capital Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Westerkirk Capital Inc. 的主要板块分布如下：
• Information Technology: 33.4%
• Financials: 12.2%
• Health Care: 10.4%
• Consumer Discretionary: 9.9%
• Communication Services: 9.5%
• Industrials: 8.4%
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